Emma Morales

Manager, Operations/Technology


Emma has over 10 years of experience in the financial services and insurance industry in the capacity of client service. In her current role as Client Service Administrator, Emma works to ensure every Planning Alternatives client has a positive experience with us. With a Bachelor of Science in Computer Aided Technology and 15 years of hardware/software PC support experience, Emma also provides PC technical support and software training to the Planning Alternatives team.

List three words that describe a successful journey:
Change, Desire, and Patience

What is your favorite quote?
“Do not follow where the path may lead. Go instead where there is no path and leave a trail.”

If you could invite any three people to a dinner party, whom would you invite?
Sister Simone Campbell, Maharishi Mahesh Yogi and Neil deGrasse Tyson.

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